ANALYSE THIS: Cliffe Dekker Hofmeyr’s Nkcubeko Mbambisa
We analyse Cliffe Dekker Hofmeyr director Nkcubeko Mbambisa
If someone came to you tomorrow with R100m to invest in just one company, which would it be? It has to be Naspers — it has been a consistent top performer for a long time, both in terms of capital growth and dividend returns. Naspers would also give me exposure to Tencent — the most exciting tech company at the moment. Its full potential not yet realised, there is great opportunity for asset and capital growth there. Which talent would you most like to have? Honestly, I think I would have loved a singing voice — not necessarily for a career, but just to be able to pull a note or two in the shower. What was your first job? Back in varsity, I had a job distributing condoms for the university’s HIV/Aids unit. Basically, I had to make sure all the student residences were stocked with condoms. This included actually packing condoms in the dispensers in all bathrooms. If you could fix one thing in SA today, what would it be? The mentality of South Africans. We urgently need a mind shift a...
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